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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

448 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
124
Reduced
177
Closed
25
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$11K

Top Buyers

1
BHB
Bank Hapoalim BM
Israel
$12.7M
2
SAG
SageView Advisory Group
California
$5.42M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.4M
4
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$5.53M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$4.15M

Top Sellers

1
MFA
McClarren Financial Advisors
Pennsylvania
$795K
2
ST
Spinnaker Trust
Maine
$78.7M
3
Ameriprise
Ameriprise
Minnesota
$94.1M
4
Bank of America
Bank of America
North Carolina
$169M
5
SA
Stewardship Advisors
Pennsylvania
$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
126
Gould Asset Management
California
$1.6M -$53.9K -480 -3%
IWC
127
Integrated Wealth Concepts
Massachusetts
$1.57M +$225 +2 +0%
FWM
128
Fingerlakes Wealth Management
New York
$1.57M +$42.5K +378 +3%
LWMG
129
Levy Wealth Management Group
Pennsylvania
$1.56M +$214K +1,905 +16%
TC
130
Trust Company
Kansas
$1.55M -$65.7K -585 -4%
EWM
131
Evercore Wealth Management
New York
$1.52M – – –
TIAA Trust, National Association
132
TIAA Trust, National Association
North Carolina
$1.44M – – –
AA
133
Addison Advisors
Vermont
$1.44M -$10.9K -97 -0.8%
EH
134
Equitable Holdings
New York
$1.44M -$63.9K -569 -4%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$1.43M +$71.4K +635 +5%
BDFN
136
Bond & Devick Financial Network
Minnesota
$1.4M -$13.3K -118 -0.9%
RCA
137
Resonant Capital Advisors
Wisconsin
$1.4M -$23.8K -212 -2%
CA
138
Clearstead Advisors
Ohio
$1.38M +$371K +3,303 +37%
APP
139
Avantax Planning Partners
Iowa
$1.38M – – –
ACA
140
Aptus Capital Advisors
Alabama
$1.36M – – –
MCCA
141
Mill Creek Capital Advisors
Pennsylvania
$1.35M +$2.25K +20 +0.2%
PA
142
Parkside Advisors
California
$1.34M -$24.7K -220 -2%
FA
143
Fountainhead AM
New Jersey
$1.33M -$46.9K -417 -3%
WB
144
WesBanco Bank
West Virginia
$1.32M +$5.28K +47 +0.4%
PGA
145
Portland Global Advisors
Maine
$1.32M – – –
Franklin Resources
146
Franklin Resources
California
$1.31M +$8.32K +74 +0.6%
D
147
Diversified
Delaware
$1.3M +$1.04M +9,284 +408%
AAS
148
Avantax Advisory Services
Texas
$1.28M -$35.1K -312 -3%
BFA
149
Bluestem Financial Advisors
Illinois
$1.27M -$32.4K -288 -2%
WFAG
150
Wescott Financial Advisory Group
Pennsylvania
$1.25M +$335K +2,977 +36%
4 5
6
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